Evermay Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Evermay Wealth Management’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24K	Hold	14	–	–	﹤0.01%	558
2025 Q4	$1.25K	Hold	14	–	–	﹤0.01%	531
2025 Q3	$1.23K	Hold	14	–	–	﹤0.01%	509
2025 Q2	$1.17K	Sell	14 -10	-42%	-$782	﹤0.01%	518
2025 Q1	$1.84K	Hold	24	–	–	﹤0.01%	517
2024 Q4	$1.84K	Hold	24	–	–	﹤0.01%	516
2024 Q3	$1.89K	Hold	24	–	–	﹤0.01%	547
2024 Q2	$1.79K	Hold	24	–	–	﹤0.01%	548
2024 Q1	$1.76K	Hold	24	–	–	﹤0.01%	546
2023 Q4	$1.66K	Hold	24	–	–	﹤0.01%	526
2023 Q3	$1.52K	Hold	24	–	–	﹤0.01%	512
2023 Q2	$1.59K	Hold	24	–	–	﹤0.01%	501
2023 Q1	$1.53K	Hold	24	–	–	﹤0.01%	487
2022 Q4	$1.43K	Hold	24	–	–	﹤0.01%	502
2022 Q3	$1K	Buy	24 +6	+33%	+$365	﹤0.01%	485
2022 Q2	$1K	Buy	18 +1	+6%	+$64	﹤0.01%	484
2022 Q1	$1K	Buy	+17	New	+$1.18K	﹤0.01%	493

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Evermay Wealth Management's AOA Position: Q1 2026 in Review

Evermay Wealth Management held its iShares Core 80/20 Aggressive Allocation ETF (AOA) position steady in Q1 2026 at 14 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Evermay Wealth Management first reported a position in AOA in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.89K in Q3 2024. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Evermay Wealth Management held 14 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.24K as of Q1 2026.
Evermay Wealth Management left its iShares Core 80/20 Aggressive Allocation ETF share count unchanged in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #558 holding.
Evermay Wealth Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q1 2022 and has held it in 17 quarters since.
Evermay Wealth Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $1.89K in Q3 2024.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.